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Shawn Richard Ballinger

Columbus Street Financial Planning, LLC

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About Shawn Richard Ballinger

Shawn Ballinger is an Investment Advisor Representative associated with Columbus Street Financial Planning, LLC. Shawn is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial industry for over 17 years. Shawn has prior experience with LPL FINANCIAL LLC, ROYAL ALLIANCE ASSOCIATES, INC., NATIONWIDE INVESTMENT SERVICES CORPORATION, BANC ONE SECURITIES CORPORATION, ONE GROUP DEALER SERVICES, INC. and ONE GROUP SERVICES COMPANY (THE).

Firm Information

Shawn Ballinger is currently registered with Columbus Street Financial Planning, LLC. Columbus Street Financial Planning, LLC is an investment advisor based in New York, NY. The firm manages approximately $72.2 million in assets for 263 clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. Their services include financial planning, selection of other advisors, and portfolio management for individuals and businesses.

$72.20M

Assets Under Management

3

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Shawn Ballinger’s Registration & Firm History

OH

05/01/2019 - Present

Columbus Street Financial Planning, LLC (GROVE CITY OH)

FL

11/17/2008 - 11/06/2012

LPL FINANCIAL LLC (NAPLES FL)

OH

09/26/2005 - 11/26/2008

ROYAL ALLIANCE ASSOCIATES, INC. (COLUMBUS OH)

OH

02/03/2004 - 08/16/2005

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

IL

04/03/2002 - 07/30/2003

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

OH

01/23/2001 - 02/19/2002

ONE GROUP DEALER SERVICES, INC. (COLUMBUS OH)

OH

10/16/2000 - 12/31/2000

ONE GROUP SERVICES COMPANY (THE) (BROOKLYN OH)

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Licenses & Designations

BC

Issued 05/09/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/17/2005

Series 7 - General Securities Representative Examination

BC

Issued 10/13/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shawn Richard Ballinger.
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